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I'm a Medicare Specialist with over 20 years of financial experience ranging from constructing financial plans, wholesaling products such as Manged Money & Annuities and home mortgage advice.
Currently, I am the Director of Healthcare Funding Strategies at HVS Financial, a firm dedicated in helping Baby Boomers and retirees determine what their healthcare will cost them and how it will impact their financial future.
My responsibilities range from designing class work for financial professionals to training not only these financial professionals but also to anyone who is interested in learning how Medicare and finances are intertwined in retirement. I like to tell those interested in the subject of retirement that "what they don't know will definitely affect you."
My background includes working with Centers of Medicare & Medicaid Services (CMS), training with Medicare Advocacy and America's Health Insurance Professionals (AHIP), publishing numerous articles and publications on the topics of Medicare and healthcare in retirement and recently co-wrote a module in A View Across the Silos, the textbook used for the Retirement Management Analyst designation at Boston University.
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